| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE ASSOCIATES, LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $1,769,368 |
AON CONSULTING1+ years Filed as: AON HEWITT Service code 11 · EIN 22-2232264 | Actuarial | $1,008,664 |
PIMCO FUNDS1+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $409,423 |
IRIDIAN ASSET MANAGEMENT, LLC1+ years Service code 28 · EIN 06-1439577 | Investment Management | $323,597 |
FISHER INVESTMENTS1+ years Service code 28 · EIN 94-3029777 | Investment Management | $263,645 |
HS MANAGEMENT PARTNERS, LLC1+ years Service code 28 · EIN 26-0335469 | Investment Management | $224,438 |
PNC BANK, N.A.1+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 | Directed Trustee | $187,921 |
STW FIXED INCOME MANAGEMENT, LLC1+ years Filed as: STW FIXED INCOME MANAGEMENT LLC Service code 28 · EIN 77-0555117 | Investment Management | $167,150 |
SNYDER CAPITAL MANAGEMENT1+ years Filed as: SNYDER CAPITAL MANAGEMENT, LP Service code 28 · EIN 04-3370184 | Investment Management | $97,646 |
COLUMBUS CIRCLE INVESTORS1+ years Service code 28 · EIN 06-1404803 | Investment Management | $73,857 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $115,507-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.8%-42.8pp | 0.0%0pp |
| Annual return | -3.64% | 9.19%-12.8pp | 4.07%-7.7pp | 9.19%-12.8pp |
| Employer contribution / active EE | $18,276 | $12,608+45.0% | $45,149-59.5% | $12,608+45.0% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $92-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $203,571-100.0% | $2,655,710-100.0% |